Filed June 10, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,026 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,285 | $64,286-80.9% | $90,951-86.5% | $73,409-83.3% |
| Participation rate | 91.5% | 63.6%+27.9pp | 69.0%+22.5pp | 72.2%+19.3pp |
| Annual return | 18.50% | 21.45%-3.0pp | 134.60%-116.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,711 | $895+91.3% | $2,122-19.4% | $2,234-23.4% |
| Participant deferral / active EE | $2,278 | $2,453-7.1% | $3,373-32.4% | $3,805-40.1% |
| Admin fee / account holder | $56 | $287-80.5% | $5,959-99.1% | $158-64.5% |